Sterling Investment Management LLC

Sterling Investment Management LLC, a Florida-based Limited Liability Company, boasts 32 employees, 11 of whom are dedicated to providing advisory services to an undisclosed number of clients. The firm's SEC status is Approved, and it has been registered since January 30, 2015.

• ADAM LEE MUNDER

  CHIEF MARKETING OFFICER owns more than 5% but less than 10%

• ANDREA B. KOSOY IRREVOCABLE TRUST

  MEMBER owns more than 10% but less than 25%

• BRIAN DANIEL KOSOY

  PRESIDENT AND CEO owns less than 5%

• DALE JOHN BELOCK

  CHIEF FINANCIAL OFFICER owns less than 5%

• GREGORY SCOTT MOROSS

  CHIEF OPERATING OFFICER owns more than 10% but less than 25%

• ROBERT ELMER ESTES

  CHIEF COMPLIANCE OFFICER owns less than 5%

• SILVERADO TRAIL SIM, LLC

  OWNER owns more than 50% but less than 75%

• ANDREA B KOSOY

  TRUSTEE

• ANDREA B. KOSOY REVOCABLE TRUST

  LIMITED PARTNER

• BRIAN D. KOSOY REVOCABLE TRUST

  GENERAL PARTNER owns 75% or more

• SILVERADO TRAIL, LLLP F/K/A SABAG LLLP

  OWNER owns 75% or more

• KIPLING CAPITAL, INC.
  United States

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• Sterling Investment Management, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
• Diversifying your portfolio: A look into Sterling Investment Management's Q3 vs. Q4 2022 Holdings Comparison